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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,473 | $78,425-29.3% | $95,956-42.2% | $79,858-30.5% |
| Participation rate | 12.0% | 73.5%-61.5pp | 77.1%-65.1pp | 69.6%-57.6pp |
| Annual return | 12.88% | 19.37%-6.5pp | 91.63%-78.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $552 | $1,945-71.6% | $2,541-78.3% | $2,471-77.7% |
| Participant deferral / active EE | $1,327 | $3,440-61.4% | $4,167-68.1% | $3,740-64.5% |
| Admin fee / account holder | $46 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |